Financial Education Seminars in Vermont - New England Federal Credit Union

NEFCU Seminars & Investment Calculators

Offered through CUSO Financial Services, L.P.*

When you’re ready to understand more about investments and/or retirement planning, have we got options for you!

Join the CFS* Financial Advisors for any of our complimentary investment and retirement seminars. Check your plan progress with our set of investment calculators. And, of course, you can schedule a personal appointment with an advisor. So many ways to learn!

Register for a Seminar

Visit Our Financial Management Center

Schedule an Appointment with a Financial Advisor

Investment Calculators

“Yes!” or “Oh, no!” calculation results? Let’s work together to make good results great and not-so-good results better.

Investing

Saving or Investing

Investor Profile

Investor Profile and Asset Allocation

Retirement

Retirement Savings

Life Insurance

Life Insurance Needs

Investment & Retirement Seminars

How to Register

Reserve your place today by calling 800.400.8790 or use the registration form here.

Available Seminars

Check out an upcoming seminar

Event

Date

Location

An Introduction to Annuities: Funding Your Future

6-22-2022

NEFCU Financial Group - Online

Schedule an Appointment with a CFS Financial Advisor

If you’re unable to attend one of our seminars or would like to discuss other topics, please schedule an appointment with one of our CFS Financial Advisors.

Contact a Financial Advisor

Investment Services and Retirement Planning Disclosures

^*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

CUSO Financial Services, L.P., CRD# 42132.

NEFCU Online

Seminars & Investment Calculators